There are times when a client may assign Power of Attorney to another individual. To protect yourself and your agency you want to make sure you have all the appropriate documentation indicating that Individual A has the right and permission to make changes to their account.
The Power of Attorney form in Jenesis is a document that you have your client sign, allowing this person to make those changes to their account and in effect act on your clients behalf. To access it
Step 1: Begin by pulling up your client
Step 2: From the Client Main Screen click Tools
Step 3: Choose the Power of Attorney Form
Step 4: Print the form
For video instruction click below
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